Mark Lloyd

I have been in the financial industry since 2004, and an independent financial adviser since January 2011.

I hold a Diploma in financial planning and am currently working becoming a Fellow of the Chartered Insurance Institute. I also hold certificates in Mortgage advice and equity release.

I am a big believer in building strong and long-lasting relationships to achieve the best possible financial outcomes for my clients. In the first instance, I take my time to listen to each client and help them develop a bespoke financial plan for now and in the future.

I take great pride in knowing that I have helped clients, from all walks of life, achieve their financial needs, goals and objectives.

Outside of work, I enjoy spending time with family and friends, managing a youth football team for my local community and exploring the great outdoors.

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